7-Minute Presentation Workshop

Orientation Essentials

InfoMinute Seminar

Filling the Filing Cabinet Workshop

GateOpener Workshop

Since many clients a referred by current clients, I usually have some background information about the new client.
If we are going to talk about a loan, typically I am going to research the property before we meet.&nbsp; For a deposit relationship I will bring all the onboarding paperwork.
When meeting with a current client, usually I will be bringing current account information.&nbsp; Often on a business account we meet to change authorized signers, so more documents are involved.&nbsp; Ideally I'm able to gather all information in one meeting.

Preparation is a universal key for success.
&nbsp;
How do you prepare for an appointment with a new client?
How is that different than the way you prepare for a meeting with someone who is already doing business with you?&nbsp;

Prepare to Sub | PowerCore.net

Prepare to Sub

Recognizing a Team for 100% participation in the Referral Trigger response.

100% Club

3-year Pin

Professionalism: Assists the TeamCoOrdinator.

TeamCoOrdinator 2nd

Equality: Provides an equal platform for self-promotion so Members both recognize and receive referrals.

ParticipationCoOrdinator

Quality: Assists the MembershipCoOrdinator.

MembershipCoOrdinator 2nd

Recognizing having completed Mentor coffees, Orientation, InfoMinute Seminar, and 90 day evaluation.

Greg McCahan

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